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Salesforce accounts

Updated by Vaishnavi

This integration imports Salesforce Account data and available context from the latest-created related Opportunity into Enterpret. You can analyze feedback using imported attributes, such as account or sales context, after the fields and matching relationships are configured and processed. Available fields depend on Salesforce access and source data; verify values such as ARR, owner, and deal stage before using them.

To get started with ingesting account data from Salesforce, follow these steps:

  1. Head over to https://dashboard.enterpret.com and log in to your instance.

  2. Open Settings → Integrations. Older navigation may place Integrations directly in the workspace menu shown below. You need an authorized Owner or Admin account to configure the integration.

    Enterpret account menu with Integrations highlighted.

  3. On the integrations page, click the + NEW INTEGRATION button present at the top right corner. It opens up the panel which consists of all integrations that can be connected to Enterpret.

    Enterpret Integrations page with New Integration highlighted.

  4. From the list, search for and continue with "Salesforce".

  5. This will show a panel where you can choose the type of Salesforce integration you want. Since we are integrating with account, let's select the "Account" integration.

    Salesforce integration type selector offers Account Integration; User Integration is marked Not supported.

  6. You will be redirected to Salesforce. Log in and authorize the Enterpret App to connect to your Salesforce account. By doing so, it grants Enterpret the right permissions to pull data from Salesforce.

    Salesforce authorization dialog with the Allow button highlighted.

  7. After authorization, return to Enterpret and check the connection’s status in Integrations. Authorization and background ingestion are separate stages; setup time can vary.

    Enterpret Integrations sidebar shows the connected Salesforce integration under Account.

After the connection is configured, background ingestion can fetch the eligible account data. Processing time depends on the history window, source access, API limits, and queued work. Check integration status and sample imported accounts; contact Enterpret if you need help with progress.

Additionally, you can start linking feedback records once accounts are ingested. Configure matching fields or supported relationships and check example linked records. Ingesting an account alone does not guarantee accurate feedback matching. To learn more, visit Linking Users/Accounts with Feedback on Enterpret